Adviser Profile
| As of Date | 05/20/2026 |
| Registration | SEC, Approved, 06/11/2025 |
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| Former registrations | |
| ADV Location | BARRINGTON, IL, United States |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 167,593,585 40% |
| of that, discretionary | 157,537,228 37% |
| Number of Employees | 6 50% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 441,036 9% |
| % High Net Worth | 46.75% 2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
158M
135M
113M
90M
68M
45M
23M
2025
2026
Private Funds
No private funds